This could be something that we feel at the start of trade here in Europe. Footsie futures are cool, quite a bit higher than all the futures here in Europe. And I note that it was some of the oil majors that weighed on the London market yesterday.And so, I mean, that might be there might be little else to say about that phenomenon, but we might see some of outperformance by London as a result of that. Yeah, I mean, we definitely could see that. I think, you know, the oil story is a smaller story within the ...

Hey, Scott. Yeah. Outgoing Atlanta Fed President Raphael Bostics uh not too concerned about the jobs numbers uh saying he expected them, but he was opposed to the last rate cut says the Fed's credibility is on the line with 5 years of above target inflation.He's concerned rate cuts could anchor inflation expectations uh could unanchor uh inflation expectations. The surveys that he does at the from the Atlanta Fed show firms will continue to increase prices into 2026. the Fed, he says, should keep policy res ...

Lennar Corporation (NYSE:LEN) is one of the stocks on Jim Cramer’s game plan this week. Cramer highlighted that he likes it “second best” among home builders, as he commented: “… New York Fed President John Williams is going to comment… And you better believe he’ll talk about whether or not we need more rate cuts, in face of the persistently high inflation that we have. That’s all people are going to talk about, even if it overshadows the results from one of the biggest home builders, Lennar, which is lat ...

Market Overview - Stock futures are lower, with S&P 500 futures down 0.2% and Nasdaq 100 contracts down 0.3%, as traders await delayed jobs data that will influence the Federal Reserve's next move [1] - European equities are little changed, while Treasuries are lower, pushing 10-year yields up 0.5 basis points to 4.175% [1][12] - Bitcoin experienced a drop of more than 1% before recovering above $87,000 [1] Employment Data Expectations - The non-farm payrolls report is expected to show a consensus of 50,000 jobs added for November, with a whisper number of 22,000, and an anticipated unemployment rate increase to 4.5% [2][23] - Bloomberg Economics suggests the US economy could have added as many as 130,000 jobs, indicating a wide range of estimates and uncertainty surrounding the report [2] - The report will also include delayed estimates for October payrolls due to the federal shutdown, adding to the unpredictability of the data [2] Sector Performance - In premarket trading, all major tech stocks (Mag 7) are lower, with declines ranging from 0.1% to 1% [6] - Accenture shares rose 1.9% after an upgrade from Morgan Stanley, citing compelling valuation following a pullback [7] - Cognex shares increased by 3.7% after being upgraded to buy by Goldman Sachs, noting an inflection point in organic growth and margin recovery [7] Investor Sentiment - Fund managers are showing increased confidence in the outlook for 2026, with investor sentiment rising to 7.4 on a scale of 10, the most bullish outcome in four and a half years [8] - Despite cautious market conditions, managers are optimistic about the upcoming year, reflecting a strong sentiment shift [4] Geopolitical Impact - Improved prospects for a peace deal between Ukraine and Russia are affecting equity markets, particularly in the defense sector, where European defense stocks are underperforming [9] - Speculation around a potential ceasefire has led to declines in defense shares, with notable drops in companies like Rheinmetall AG and Leonardo SpA [9]

Right. I am seriously dumb you two because I I'm not I'm missing something here and I was missing it with Goldman's. I was missing it with Zoe and I was missing it with every single guest here.Every single person we are hearing saying is we're really constructive on the US economy. We're constructive on the fiscal position on the amount of money coming in from tariffs on the labor market leveling out and actually as you say no high no fire. The stock market what's the S&P at the moment down 1% from its reco ...

Gold prices slipped in early trading as investors booked profits ahead of key U.S. data that could provide cues on the Federal Reserve's policy path next year.Futures in New York fell 0.7% to $4,305 a troy ounce, though prices remain near October's record highs supported by expectations of further easing and sustained investor demand.New York Fed President John Williams this week struck a balanced tone in his remarks following the Federal Open Market Committee decision, saying monetary policy is well placed ...

Very good morning to you. So we're busy waiting for nonfarm payrolls. One and a half non-farm payrolls.Looking at us features a little bit weaker, weighing on sentiment for tech here in Europe as well. What do you make of the price action heading into the yet important data points. It's been very disappointing price action and I think this kind of choppy price action with a negative bent is going to be the dynamic for the festive period.I don't think it's so much about the jobs data. I think the job today i ...

Core Insights - Gold and silver prices are experiencing significant upward momentum, with gold futures around $4,300 and silver nearing its record of over $64, driven by expectations of looser monetary policy from the Federal Reserve [1][2][4]. Group 1: Market Dynamics - The Federal Reserve's recent interest rate cut has contributed to the rise in gold and silver prices, indicating a potential continuation of this trend into 2026 [2][4]. - The US dollar index is under pressure, which is lifting commodity prices, including gold [3][4]. - Analysts anticipate that upcoming US nonfarm payroll data could influence gold prices, with a slowdown likely reinforcing bets on further rate cuts [3][4]. Group 2: Future Projections - UBS strategists predict gold prices will be supported by lower real yields and continued weakness in the US dollar, forecasting a price of $4,500 per ounce by June 2026 [4]. - Goldman Sachs maintains a "structurally bullish" outlook for gold, citing robust central bank demand, with potential for higher prices if US investors increase their allocations [5][6]. - Analysts suggest that if investor diversification increases, there could be significant upside to the end-2026 gold price forecast of $4,900 [6].

Group 1 - Bitcoin (BTC) continues to experience rangebound trading, with recent tests of mid $90k levels failing and dropping below $87k after three consecutive days of decline [1][2] - The upcoming macroeconomic events, including Non-Farm Payroll (NFP) and Consumer Price Index (CPI) reports, could influence market expectations for rate cuts, which may impact BTC and other cryptocurrencies [2] - Perpetual futures funding rates for BTC are flat at around 3% annualized on centralized exchanges, while decentralized exchanges (DEX) show higher rates around 11% annualized, indicating potential for arbitrage trading [3]

Core Viewpoint - The case for holding IGEB is supported by a positive outlook on rate cuts, liquidity injections, and a strong economy [1] Group 1: Economic Conditions - Financial conditions are expected to be looser rather than tighter, which may benefit investment opportunities [1]